Article Overview

This article details how to create and send messages in the SalesRabbit iOS app. Messages can allow you to contact and coordinate with your others in your organization.  

Note: ***The permissions set for a given role determine what users will show in messaging ***

To view these permissions and learn how to adjust the settings for the chat feature, Click Here. 

Process

Step 1. Navigate to Messages

To get to your messages, in the app, click on the "Messages" icon on the home screen or on the bottom ribbon of the app.

Step 2. Starting a Chat 

Once in your messaging feature, you will see your chat histories. You can start a chat by clicking on the pen and paper icon at the top of the right-hand corner.

Step 3. Select Users to Chat With

(As noted at the beginning The list of users is determined by the permissions set for your role)

You should now see a list of the users in your company with whom you may start chats. Choose the user you would like to chat by selecting the circle on the right side of their name.

After choosing your desired user (or users for group messaging), click "Done" in the upper right-hand corner. You can start chatting with them by utilizing the chat box at the bottom of the screen.

Pro Tips

• If your device is locked when you receive a chat message it will appear just like a text message.

• You can swipe on that chat message to be taken directly to your conversation.